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Capital Advisors, Ltd. LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Advisors, Ltd. LLC
报告期 2026-03-31 · CIK 0001597878
持仓数
1,555
前50大市值合计
$650.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 3
增持 98
减持 49
方向
标的
Δ市值
现股数(环比)
增持
VTI
VANGUARD INDEX FDS
+$9.4M
104,488
+28%
增持
BIL
SPDR SERIES TRUST
+$7.2M
178,730
+79%
增持
SPY
SPDR S&P 500 ETF TR
+$6.1M
119,804
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
IWF
ISHARES TR
+$5.8M
146,073
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
32,180
+76%
增持
AAPL
APPLE INC
+$2.5M
39,381
+8%
增持
DGRO
ISHARES TR
+$2.0M
303,723
+4%
增持
QUAL
ISHARES TR
+$2.0M
165,220
+0%
增持
QQQ
INVESCO QQQ TR
+$1.9M
32,556
+2%
增持
IVW
ISHARES TR
+$1.8M
156,068
+1%
增持
IWD
ISHARES TR
+$1.5M
128,245
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.5M
149,949
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
30,291
+0%
增持
VV
VANGUARD INDEX FDS
+$1.3M
49,605
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
114,405
+2%
增持
DTCR
GLOBAL X FDS
+$1.0M
55,048
+1094%
减持
IJK
ISHARES TR
+$983.0K
215,172
-0%
增持
MSFT
MICROSOFT CORP
+$933.0K
18,677
+6%
增持
TOTL
SSGA ACTIVE ETF TR
+$918.0K
38,906
+137%
增持
HD
HOME DEPOT INC
+$895.0K
4,698
+71%
增持
GSLC
GOLDMAN SACHS ETF TR
+$887.0K
94,993
+0%
减持
IJS
ISHARES TR
+$798.0K
72,072
-0%
增持
AIQ
GLOBAL X FDS
+$752.0K
33,334
+63%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$717.0K
26,133
+11%
增持
MLPX
GLOBAL X FDS
+$710.0K
32,091
+54%
减持
OEF
ISHARES TR
+$710.0K
25,341
-0%
增持
NLR
VANECK ETF TRUST
+$697.0K
6,536
+283%
减持
IJJ
ISHARES TR
+$677.0K
113,040
-0%
增持
IVE
ISHARES TR
+$635.0K
42,307
+2%
减持
SDY
SPDR SERIES TRUST
+$631.0K
146,482
-0%
减持
IOO
ISHARES TR
+$592.0K
50,223
-0%
增持
GOOG
ALPHABET INC
+$590.0K
8,889
+0%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$586.0K
42,200
+6%
增持
ITOT
ISHARES TR
+$552.0K
40,148
+2%
减持
IJT
ISHARES TR
+$529.0K
68,886
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$525.0K
184,895
-5%
增持
ORCL
ORACLE CORP
+$469.0K
7,426
+0%
增持
NOC
NORTHROP GRUMMAN CORP
+$450.0K
3,996
+1%
增持
AMGN
AMGEN INC
+$428.0K
3,682
+68%
增持
EFA
ISHARES TR
+$398.0K
47,260
+5%
增持
AVGO
BROADCOM INC
+$391.0K
7,102
+0%
增持
MCK
MCKESSON CORP
+$352.0K
556
+420%
增持
XLK
SELECT SECTOR SPDR TR
+$337.0K
9,086
+3%
增持
TCHP
T ROWE PRICE ETF INC
+$333.0K
74,605
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$325.0K
53,377
+10%
减持
GOOGL
ALPHABET INC
+$318.0K
4,793
-0%
减持
LEAD
SIREN ETF TR
-$309.0K
24,960
-19%
减持
TSLA
TESLA INC
+$292.0K
2,326
-0%
增持
AMZN
AMAZON COM INC
+$271.0K
13,447
+10%
增持
HDV
ISHARES TR
+$269.0K
36,935
+2%
增持
GBIL
GOLDMAN SACHS ETF TR
+$265.0K
10,984
+32%
增持
IHAK
ISHARES TR
+$257.0K
6,682
+281%
建仓
HACK
AMPLIFY ETF TR
+$245.0K
2,826
增持
IJR
ISHARES TR
+$242.0K
17,852
+4%
增持
NUKZ
EXCHANGE TRADED CONCEPTS TRU
+$238.0K
3,853
+1612%
增持
PAVE
GLOBAL X FDS
+$235.0K
37,336
+5%
增持
—
ROYAL CARIBBEAN GROUP
+$229.0K
1,022
+214%
增持
IEFA
ISHARES TR
+$229.0K
32,151
+4%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$213.0K
23,307
+8%
增持
ABBV
ABBVIE INC
+$209.0K
4,425
+1%
增持
COST
COSTCO WHSL CORP NEW
+$203.0K
1,646
+23%
增持
EQAL
INVESCO EXCH TRADED FD TR II
+$200.0K
46,957
+3%
增持
DE
DEERE & CO
+$199.0K
605
+293%
增持
JNJ
JOHNSON & JOHNSON
+$192.0K
4,454
+7%
增持
LRCX
LAM RESEARCH CORP
+$183.0K
4,595
+3%
增持
GLD
SPDR GOLD TR
+$175.0K
3,151
+2%
减持
—
ACCENTURE PLC IRELAND
-$170.0K
781
-36%
减持
XLB
SELECT SECTOR SPDR TR
-$163.0K
2,385
-44%
增持
MGC
VANGUARD WORLD FD
+$162.0K
2,676
+22%
增持
VFQY
VANGUARD WELLINGTON FD
+$162.0K
22,251
+0%
增持
ILCG
ISHARES TR
+$162.0K
17,884
+2%
减持
XLV
SELECT SECTOR SPDR TR
-$158.0K
2,118
-37%
增持
MGMT
UNIFIED SER TR
+$156.0K
7,882
+63%
增持
VRT
VERTIV HOLDINGS CO
+$154.0K
1,096
+1174%
增持
IEMG
ISHARES INC
+$154.0K
11,720
+14%
增持
XLU
SELECT SECTOR SPDR TR
+$151.0K
15,086
+6%
增持
AGG
ISHARES TR
+$150.0K
5,056
+40%
减持
PM
PHILIP MORRIS INTL INC
-$145.0K
4,861
-5%
增持
GSIE
GOLDMAN SACHS ETF TR
+$145.0K
61,246
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$132.0K
28,958
+0%
减持
VTV
VANGUARD INDEX FDS
+$129.0K
30,555
-3%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$127.0K
111,908
-2%
增持
XLI
SELECT SECTOR SPDR TR
+$127.0K
15,369
+1%
减持
IJH
ISHARES TR
+$125.0K
39,148
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$124.0K
16,815
+33%
增持
LOW
LOWES COS INC
+$122.0K
3,995
+1%
减持
REGL
PROSHARES TR
+$117.0K
54,070
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$115.0K
2,410
+1%
减持
CALF
PACER FDS TR
-$114.0K
11,307
-26%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$113.0K
29,574
+3%
减持
USFR
WISDOMTREE TR
-$112.0K
12,274
-15%
减持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$108.0K
56,373
-3%
增持
DVY
ISHARES TR
+$108.0K
9,044
+2%
增持
IGHG
PROSHARES TR
+$106.0K
32,563
+3%
建仓
DSTL
ETF SER SOLUTIONS
+$105.0K
1,813
增持
VYM
VANGUARD WHITEHALL FDS
+$105.0K
6,108
+8%
增持
SCHF
SCHWAB STRATEGIC TR
+$105.0K
76,525
+1%
减持
IVV
ISHARES TR
+$104.0K
2,778
-2%
减持
USMV
ISHARES TR
+$103.0K
246,179
-1%
减持
MINT
PIMCO ETF TR
-$96.0K
32,809
-3%
增持
BSV
VANGUARD BD INDEX FDS
+$94.0K
23,327
+5%
增持
TDVG
T ROWE PRICE ETF INC
+$94.0K
27,824
+4%
增持
IGM
ISHARES TR
+$94.0K
1,042
+221%
增持
GD
GENERAL DYNAMICS CORP
+$93.0K
1,441
+6%
增持
SCHB
SCHWAB STRATEGIC TR
+$90.0K
40,927
+1%
减持
ICSH
ISHARES TR
-$89.0K
15,156
-10%
减持
COWZ
PACER FDS TR
-$87.0K
7,837
-20%
增持
PH
PARKER-HANNIFIN CORP
+$87.0K
266
+62%
增持
JHPI
JOHN HANCOCK EXCHANGE TRADED
+$86.0K
7,462
+93%
增持
BIV
VANGUARD BD INDEX FDS
+$84.0K
26,249
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$83.0K
1,023
+0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$83.0K
26,936
-3%
增持
IWB
ISHARES TR
+$79.0K
2,906
+0%
减持
NEAR
ISHARES U S ETF TR
-$79.0K
22,610
-7%
减持
PFF
ISHARES TR
-$78.0K
19,977
-14%
增持
MEAR
ISHARES U S ETF TR
+$77.0K
4,443
+52%
增持
—
EXXON MOBIL CORP
+$76.0K
8,778
+4%
增持
TXN
TEXAS INSTRS INC
-$76.0K
3,215
+0%
增持
VOE
VANGUARD INDEX FDS
+$76.0K
7,492
+0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$76.0K
13,871
-9%
增持
NDSN
NORDSON CORP
+$76.0K
1,011
+42%
增持
UNH
UNITEDHEALTH GROUP INC
+$74.0K
1,550
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$74.0K
21,750
+1%
增持
RTX
RTX CORPORATION
+$72.0K
2,275
+8%
减持
HON
HONEYWELL INTL INC
-$71.0K
2,647
-2%
增持
IQLT
ISHARES TR
+$70.0K
23,107
+5%
增持
KLAC
KLA CORP
+$70.0K
304
+6%
减持
NFLX
NETFLIX INC
-$69.0K
429
-1%
减持
VOT
VANGUARD INDEX FDS
+$68.0K
10,204
-1%
减持
PEY
INVESCO EXCHANGE TRADED FD T
+$66.0K
179,779
-1%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$64.0K
4,017
+6%
减持
SCHX
SCHWAB STRATEGIC TR
+$63.0K
63,684
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.0K
4,681
-0%
减持
SPYM
SPDR SERIES TRUST
+$61.0K
12,156
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$60.0K
3,423
-1%
增持
SMLF
ISHARES TR
+$59.0K
9,020
+0%
减持
SPSB
SPDR SERIES TRUST
-$59.0K
5,621
-26%
增持
CVX
CHEVRON CORP NEW
+$58.0K
2,050
+13%
增持
TSCO
TRACTOR SUPPLY CO
+$56.0K
13,683
+0%
减持
BDX
BECTON DICKINSON & CO
-$55.0K
558
-40%
减持
V
VISA INC
-$55.0K
3,848
-0%
增持
ZTS
ZOETIS INC
+$54.0K
1,371
+46%
减持
IYT
ISHARES TR
-$54.0K
9,534
-11%
增持
—
ASML HOLDING N V
+$53.0K
205
+13%
减持
FDS
FACTSET RESH SYS INC
-$50.0K
237
-10%
减持
SGOV
ISHARES TR
-$50.0K
5,374
-8%
减持
SBUX
STARBUCKS CORP
-$49.0K
5,356
-2%
增持
JHMD
JOHN HANCOCK EXCHANGE TRADED
+$49.0K
16,960
+3%
建仓
RKT
ROCKET COS INC
+$47.0K
2,449
减持
FLO
FLOWERS FOODS INC
-$46.0K
48
-98%
